ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,559,852 | +10.5% | 47,770 | +17.2% | 0.17% | +0.6% |
| Q2 2023 | $3,221,084 | +8.3% | 40,747 | +8.5% | 0.17% | -4.0% |
| Q1 2023 | $2,973,160 | +2.9% | 37,545 | +2.5% | 0.17% | -11.7% |
| Q4 2022 | $2,889,735 | +12.6% | 36,621 | +1.1% | 0.20% | +0.5% |
| Q3 2022 | $2,566,000 | +19.1% | 36,213 | +34.2% | 0.20% | +18.1% |
| Q2 2022 | $2,155,000 | -0.1% | 26,984 | +6.7% | 0.17% | +10.7% |
| Q1 2022 | $2,157,000 | +29.1% | 25,293 | +37.4% | 0.15% | +26.1% |
| Q4 2021 | $1,671,000 | +40.7% | 18,409 | +48.8% | 0.12% | +33.7% |
| Q3 2021 | $1,188,000 | +24.0% | 12,371 | +28.4% | 0.09% | +17.1% |
| Q2 2021 | $958,000 | +119.2% | 9,638 | +109.3% | 0.08% | +85.4% |
| Q1 2021 | $437,000 | +46.2% | 4,604 | +43.5% | 0.04% | +46.4% |
| Q4 2020 | $299,000 | – | 3,208 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |